STATE OF GEORGIA DEPARTMENT OF AUDITS AND ACCOUNTS
I
KENNESAW STATE UNIVERSITY KENNESAW, GEORGIA REPORT ON AUDIT
OF THE FINANCIAL STATEMENTS FOR THE FISCAL YEAR ENDED JUNE 30, 2008
Russell W. Hinton State Auditor
KENNESAW STATE UNIVERSITY - TABLE OF CONTENTS -
SECTION I
FINANCIAL
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
REQUIRED SUPPLEMENTARY INFORMATION
MANAGEMENT'S DISCUSSION AND ANALYSIS
BASIC FINANCIAL STATEMENTS
EXHIBITS
A STATEMENT OF NET ASSETS
2
B STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS
3
C STATEMENT OF CASH FLOWS
4
D NOTES TO THE FINANCIAL STATEMENTS
7
SUPPLEMENTARY INFORMATION
SCHEDULES
1 BALANCE SHEET (NON-GAAP BASIS) BUDGET FUND
32
2 SUMMARY BUDGET COMPARISON AND SURPLUS ANALYSIS REPORT
(NON-GAAP BASIS) BUDGET FUND
33
3 STATEMENT OF PROGRAM REVENUES AND EXPENDITURES BY FUNDING
SOURCE COMPARED TO BUDGET
(NON-GAAP BASIS) BUDGET FUND
34
4 RECONCILIATION OF SALARIES AND TRAVEL
37
SECTION II CURRENT YEAR FINDINGS AND QUESTIONED COSTS SCHEDULE OF FINDINGS AND QUESTIONED COSTS
SECTION I FINANCIAL
Russell W. Hinton
STATE AUDITOR
(404) 6562174
DEPARTMENT OF AUDITS AND ACCOUNTS
270 Washington Street, S.W., Suite 1-156 Atlanta, Georgia 30334-8400
December 1, 2008
Honorable Sonny Perdue, Governor Members ofthe General Assembly of Georgia Members ofthe Board of Regents of the University System of Georgia
and Honorable Daniel S. Papp, President Kennesaw State University
INDEPENDENT AUDITOR'S COMBINED REPORT ON BASIC FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION
Ladies and Gentlemen:
We have audited the accompanying basic financial statements (Exhibits A through D) ofKennesaw State University, an organizational unit of the State of Georgia, as of and for the year ended June 30, 2008. These financial statements are the responsibility ofthe Kennesaw State University's management. Our responsibility is to express an opinion on these financial statements based on our audit.
We conducted our audit in accordance with auditing standards generally accepted in the United States ofAmerica. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion.
As discussed in Note 1, the financial statements of Kennesaw State University are intended to present the financial position and changes in financial position and cash flows ofonly that portion of the business-type activities of the State of Georgia that is attributable to the transactions of Kennesaw State University. They do not purport to, and do not, present fairly the financial position and changes in financial position and cash flows of the State of Georgia, in conformity with accounting principles generally accepted in the United States of America.
08ARL-62
In our opinion, the basic financial statements referred to above present fairly, in all material respects, the financial position ofKennesaw State University as ofJune 30, 2008, and its changes in financial position and cash flows for the year then ended in conformity with accounting principles generally accepted in the United States ofAmerica.
Management's Discussion and Analysis is not a required part ofthe basic financial statements but is required supplementary information required by accounting principles generally accepted in the United States ofAmerica. We have applied certain limited procedures, which consisted principally ofinquiries ofmanagement regarding the methods ofmeasurement and presentation ofthis required supplementary information. However, we did not audit this information and express no opinion on it.
Our audit was conducted for the purpose offorming an opinion on the basic financial statements of Kennesaw State University taken as a whole. The accompanying supplementary information (Schedules 1 through 4) is presented for purposes of additional analysis and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated in all material respects in relation to the basic financial statements taken as a whole.
Respectfully submitted,
~~w~
Russell W. Hinton, CPA, CGFM State Auditor
RWH:as 08ARL-62
REQUIRED SUPPLEMENTARY INFORMATION
KENNESAW STATE UNIVERSITY Management's Discussion and Analysis
Introduction
Kennesaw State University is one of the 35 institutions of higher education of the University System of Georgia. The University, located in Kennesaw, Georgia, was founded in 1963 and is recognized as a highly valued resource for the region's educational, economic, social, and cultural advancement. The University offers baccalaureate, masters, and doctoral degrees in a wide variety of subjects. This wide range of educational opportunities attracts a highly qualified faculty and a growing student body as shown by the comparison numbers that follow.
Faculty
Students (Headcount)
Students CFTE)
Fiscal Year 2008 Fiscal Year 2007 Fiscal Year 2006
748
20,607
18,076
710
19,854
17,183
629
18,556
15,931
Overview ofthe Financial Statements and Financial Analysis
Kennesaw State University is proud to present its financial statements for fiscal year 2008. The emphasis of discussions about these statements will be on current year data. There are three financial statements presented: the Statement of Net Assets; the Statement of Revenues, Expenses and Changes in Net Assets; and the Statement of Cash Flows. This discussion and analysis of the University's financial statements provides an overview of its financial activities for the year. Comparative data is provided for fiscal year 2008 and fiscal year 2007.
Statement ofNet Assets
The Statement of Net Assets presents the assets, liabilities, and net assets of the University as of the end of the fiscal year. The Statement of Net Assets is a point of time financial statement. The purpose of the Statement of Net Assets is to present to the readers of the financial statements a fiscal snapshot of Kennesaw State University. The Statement of Net Assets presents end-ofyear data concerning Assets (current and noncurrent), Liabilities (current and noncurrent), and Net Assets (assets minus liabilities). The difference between current and noncurrent assets will be discussed in the Notes to the Financial Statements.
From the data presented, readers of the Statement of Net Assets are able to determine the assets available to continue the operations of the institution. They are also able to determine how much the institution owes vendors.
Finally, the Statement of Net Assets provides a picture of the net assets (assets minus liabilities) and their availability for expenditure by the institution. Net assets are divided into three major categories. The first category, invested in capital assets, net of debt, provides the institution's
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equity in property, plant and equipment owned by the institution. The next asset category is restricted net assets, which is divided into two categories, nonexpendable and expendable. The corpus of nonexpendable restricted resources is only available for investment purposes. Expendable restricted net assets are available for expenditure by the institution but must be spent for purposes as determined by donors and/or external entities that have placed time or purpose restrictions on the use of the assets. The final category is unrestricted net assets. Unrestricted net assets are available to the institution for any lawful purpose of the institution.
Statement of Net Assets, Condensed
June 30, 2008
June 30, 2007
Assets Current Assets Capital Assets, Net Other Assets
$ 51,701,646 198,322,542 4,450,970
$ 46,138,698 171,488,933 4,734,442
Total Assets
$ 254,475,158
$ 222,362,073
Liabilities Current Liabilities Noncurrent Liabilities
$ 33,310,061 64,405,470
$ 25,556,900 50,830,198
Total Liabilities
$ 97,715,531
$ 76,387,098
Net Assets Invested in Capital Assets, Net ofDebt Restricted- Nonexpendable Restricted - Expendable Unrestricted
$ 134,149,719 763,115
2,985,355 18,861,438
$ 122,3 98,041 787,991
3,177,009 19,611,934
Total Net Assets
$ 156)59!627
$ 145!974!975
The total assets ofthe institution increased by $32,113,085. A review ofthe Statement ofNet Assets will reveal that the increase was primarily due to an increase of $26,833,609 in the category of Capital Assets, Net. The balance ofthe increase is mainly in cash.
The total liabilities for the year increased by $21,328,433. The combination of the increase in total assets of $32,113,085 and the increase in total liabilities of $21,328,433 yields an increase in total net assets of $10,784,652. The increase in total net assets is primarily in the category of Invested in Capital Assets, Net ofDebt, in the amount of$11,751,678.
Statement ofRevenues, Expenses and Changes in Net Assets
Changes in total net assets as presented on the Statement ofNet Assets are based on the activity presented in the Statement of Revenues, Expenses and Changes in Net Assets. The purpose of the statement is to present the revenues received by the institution, both operating and nonoperating, and the expenses paid by the institution, operating and nonoperating, and any other
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revenues, expenses, gains and losses received or spent by the institution. Generally speaking operating revenues are received for providing goods and services to the various customers and constituencies of the institution. Operating expenses are those expenses paid to acquire or produce the goods and services provided in return for the operating revenues, and to carry out the mission of the institution. Nonoperating revenues are revenues received for which goods and services are not provided. For example state appropriations are nonoperating because they are provided by the Legislature to the institution without the Legislature directly receiving commensurate goods and services for those revenues.
Statement of Revenues, Expenses and Changes in Net Assets, Condensed
June 30, 2008
June 30, 2007
Operating Revenues Operating Expenses
$ 113,903,454 195,654,451
$ 99,554,252 177,679,811
Operating Loss
$ -81,750,997
$ -78,125,559
Nonoperating Revenues and Expenses
83,495,302
79,915,648
Income (Loss) Before Other Revenues, Expenses, Gains or Losses
$ 1,744,305
$ 1,790,089
Other Revenues, Expenses, Gains or Losses
9,040,347
8,455,725
Increase (Decrease) in Net Assets
$ 10,784,652
$ 10,245,814
Net Assets at Beginning of Year
145,974,975
135,729,161
Net Assets at End of Year
$ 156,759,627
$ 145,974,975
The Statement of Revenues, Expenses and Changes in Net Assets reflects a positive year with an increase in the net assets at the end of the year. Some highlights of the information presented on the Statement of Revenues, Expenses and Changes in Net Assets are as follows:
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Revenue By Source For The Years Ended June 30, 2008 and June 30, 2007
Operating Revenue Tuition and Fees Grants and Contracts Sales and Services Auxiliary Other
Total Operating Revenue
Nonoperating Revenue State Appropriations Grants and Contracts Gifts Investment Income Other
Total Nonoperating Revenue
Capital Grants and Gifts State Other
Total Capital Grants and Gifts
Total Revenues
June 30, 2008
$ 66,144,896 16,069,649 5,865,519 24,962,597 860,793
$ 113,903,454
$ 82,056,394 2,567,675 1,189,848 1,393,424 -13,301
$ 87,194,040
$ 7,924,687 1,115,660
$ 9,040,347
$ 210)37~841
June 30, 2007
$ 58,464,228 13,301,802 4,538,012 22,027,156 1,223,054
$ 99,554,252
$ 75,030,494 2,870,424 2,952,946 1,945,268 -115,128
$ 82,684,004
$ 8,136,105 319,620
$ 8,455,725
$ 190~693~981
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Expenses (By Functional Classification) For The Years Ended June 30, 2008 and June 30, 2007
June 30, 2008
June 30, 2007
Operating Expenses Instruction Research Public Service Academic Support Student Services Institutional Support Plant Operations and Maintenance Scholarships and Fellowships Auxiliary Enterprises
$ 82,827,889 950,601
3,866,424 21,123,134 10,882,590 28,967,810 19,003,180
8,018,266 20,014.557
$ 75,547,083 959,037
4,002,773 19,213,021 9,746,067 25,525,207 17,970,101 6,547,114 18,169.408
Total Operating Expenses
$ 195,654,451
$ 177,679,811
Nonoperating Expenses Interest Expense (Capital Assets)
3,698,738
2,768,356
Total Expenses
$ 199.353.189
$ 180.448.167
Operating revenues increased by $14,349,202 in fiscal2008, reflecting an increase in Tuition and Fees, Grants and Contracts, and Auxiliary Enterprises. The increase in tuition and fees was attributable to a 7% increase in tuition rates and a 4% increase in enrollment.
The Auxiliary revenue increase of $2,935,441, with the largest dollar increase being in Parking and Intercollegiate Athletics.
Nonoperating revenues increased by $4,510,036 for the year primarily due to an increase of $7,025,900 in State Appropriations.
The compensation and employee benefits category increased by $12,850,840. The increase reflects additional staff and faculty, merit increases, and an increased cost ofhealth insurance for the employees of the institution.
Utilities increased by $516,238 during the past year. The increase was primarily associated with the increased electricity usage due to new space, affecting the Plant Operations and Maintenance category.
Statement of Cash Flows
The final statement presented by the Kennesaw State University is the Statement of Cash Flows. The Statement of Cash Flows presents detailed information about the cash activity of the institution during the year. The statement is divided into five parts. The first part deals with operating cash flows and shows the net cash used by the operating activities of the institution. The second section reflects cash flows from noncapital financing activities. This section reflects
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the cash received and spent for nonoperating, noninvesting, and noncapital financing purposes. The third section deals with cash flows from capital and related financing activities. This section deals with the cash used for the acquisition and construction of capital and related items. The fourth section reflects the cash flows from investing activities and shows the purchases, proceeds, and interest received from investing activities. The fifth section reconciles the net cash used to the operating income or loss reflected on the Statement of Revenues, Expenses and Changes in Net Assets.
Cash Flows for the Years Ended June 30, 2008 and June 30, 2007, Condensed
June 30, 2008
June 30, 2007
Cash Provided (Used) By: Operating Activities Noncapital Financing Activities Capital and Related Financing Activities Investing Activities
$ -63,911,388 88,145,012 -15,374,234 1,765,340
$ -68,757,661 80,769,952 -7,726,646 499,886
Net Change in Cash Cash, Beginning of Year
$ 10,624,730 24,476,658
$ 4,785,531 19,691,127
Cash, End of Year
$ 35,101,388
$ 24.476,658
Capital Assets
Kennesaw State University had $36 million in capital asset additions in fiscal year 2008, of which $7.5 million was funded by the Georgia State Financing and Investment Commission (GSFIC), primarily for completion of the Performance Hall.
The University also entered into three new capital leases with the Foundation. The leases added $17.2 million to capital assets for KSU Center and additional space in Chastain Pointe and Town Point.
For additional information concerning Capital Assets, see Notes 1, 6, 8, 9, and 10 in the Notes to the Financial Statements.
Long-Term Liabilities
Kennesaw State University had Long-Term Liabilities of $69,834,641 of which $5,429,171 was reflected as current liability at June 30, 2008.
For additional information concerning Long-Term Liabilities, see Notes 1 and 8 in the Notes to the Financial Statements.
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Economic Outlook At this time, like all public universities, the University is facing budgetary pressures emanating from the current economic downturn being experienced in the State and the nation. While the University's overall current financial position appears strong, the University will maintain a close watch over resources to address the University's ability to react to any predicted shortfalls in the State's budget. Although the scale of the challenges presented by an uncertain economic environment is great, in our opinion, the University is positioned to meet these challenges. Dr. Daniel S. Papp, President Kennesaw State University
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BASIC FINANCIAL STATEMENTS - 1-
KENNESAW STATE UNIVERSITY STATEMENT OF NET ASSETS JUNE 30, 2008
ASSETS
Current Assets Cash and Cash Equivalents Short-Term Investments Accounts Receivable, Net (Note 3) Federal Financial Assistance Other Inventories (Note 4) Prepaid Items
Total Current Assets
Noncurrent Assets Noncurrent Cash Investments Notes Receivable, Net Capital Assets, Net (Note 6)
Total Noncurrent Assets
Total Assets
LIABILITIES
Current Liabilities Accounts Payable Salaries Payable Contracts Payable Deferred Revenue (Note 7) Deposits Held for Other Organizations Lease Purchase Obligations Compensated Absences
Total Current Liabilities
Noncurrent Liabilities Lease Purchase Obligations Compensated Absences
Total Noncurrent Liabilities
Total Liabilities
NET ASSETS
Invested in Capital Assets, Net of Related Debt Restricted for:
Nonexpendable Expendable Unrestricted
Total Net Assets
The notes to the financial statements are an integral part of this statement.
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EXHIBIT"A"
$ 34,895,345 3,000,000
2,060,708 5,990,557 1'189, 110 4,565,926
$ 51,701,646
$
206,043
3,875,100
369,827
198,322,542
$ 202,773,512
$ 254,475,158
$
5,899,272
420,352
757,504
16,603,008
4,200,754
2,172,764
3,256,407
$ 33,310,061
$ 62,000,059 2,405,411
$ 64,405,470
$ 97,715,531
$ 134,149,719
763,115 2,985,355 18,861,438
$ 156,759,627
KENNESAW STATE UNIVERSITY STATEMENT OF REVENUES, EXPENSES AND CHANGES IN NET ASSETS
YEAR ENDED JUNE 30, 2008
OPERATING REVENUES
Student Tuition and Fees Less: Scholarship Allowances
Grants and Contracts Federal State Other
Sales and Services of Educational Departments Rents and Royalties Auxiliary Enterprises
Residence Halls Bookstore Food Services Parkingffransportation Health Services Intercollegiate Athletics Other Organizations Other Operating Revenues
Total Operating Revenues
OPERATING EXPENSES
Salaries Faculty Staff
Employee Benefits Other Personal Services Travel Scholarships and Fellowships Utilities Supplies and Other Services Depreciation
Total Operating Expenses
Operating Income (loss)
NONOPERATING REVENUES <EXPENSES\
State Appropriations Grants and Contracts
Federal State Other Gifts Interest and Other Investment Income Interest Expense Other Nonoperating Revenues
Net Nonoperating Revenues
Income (Loss) Before Other Revenues, Expenses, Gains, or Losses
Capital Grants and Gifts State Other
Total Other Revenues, Expenses, Gains or Losses
Increase (Decrease) in Net Assets
Net Assets - Beginning of Year
Net Assets - End of Year
The notes to the financial statements are an integral part of this statement.
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EXHIBIT"B"
$ 74,445,923 -8,301,027
13,633,476 1,819,760
616,413 5,865,519
65,323
898,580 8,730,690
446,463 5,641,742 2,140,912 5,981,904 1,122,306
795470
$ 113,903,454
$ 53,296,278 51,136,752 25,157,556 408,245 2,389,370 10,028,743 4,138,851 39,939,216 9,159,440
$ 195,654,451
$ -81,750,997
$ 82,056,394
1,554,108 3,788
1,009,779 1,189,848 1,393,424 -3,698,738
-13 301
$ 83,495,302
$
1,744,305
$
7,924,687
1,115,660
$
9,040,347
$ 10,784,652
145,974,975
$ 156,759,627
KENNESAW STATE UNIVERSITY STATEMENT OF CASH FLOWS
YEAR ENDED JUNE 30, 2008
CASH FLOWS FROM OPERATING ACTIVITIES Tuition and Fees Grants and Contracts Sales and Services of Educational Departments Payments to Suppliers Payments to Employees Payments for Scholarships and Fellowships Loans Issued to Students and Employees Collection of Loans to Students and Employees Auxiliary Enterprise Charges: Residence Halls Bookstore Food Services Parkingrrransportation Health Services Intercollegiate Athletics Other Organizations Other Receipts {Payments)
Net Cash Provided {Used) by Operating Activities
CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES State Appropriations Agency Funds Transactions Gifts and Grants Received for Other than Capital Purposes
Net Cash Flows Provided {Used) by Noncapital Financing Activities
CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Capital Grants and Gifts Received Proceeds from Sale of Capital Assets Purchases of Capital Assets Principal Paid on Capital Debt and Leases Interest Paid on Capital Debt and Leases
Net Cash Provided {Used) by Capital and Related Financing Activities
CASH FLOWS FROM INVESTING ACTIVITIES Proceeds from Sales and Maturities of Investments Interest on Investments
Net Cash Provided {Used) by Investing Activities
Net Increase {Decrease) in Cash
Cash and Cash Equivalents - Beginning of Year
Cash and Cash Equivalents - End of Year
EXHIBIT"C"
$
67,012,120
15,924,017
5,865,519
-66,228,008
-103,930,310
-10,028,743
-274,939
309,687
1,120,060 8,512,479
449,066 6,404,752 2,224,551 6,032,227 1'141 ,726 1 554 408
$ -63,911,388
$
82,056,394
1,879,601
4 209 017
$
88,145,012
$
2,663,715
29,853
-12,253,494
-2,115,570
-3,698,738
$ -15,374,234
$
278,838
1,486,502
$
1 765 340
$
10,624,730
24,476,658
$ ====3,.5,=10=1=,3=8==8
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KENNESAW STATE UNIVERSITY STATEMENT OF CASH FLOWS
YEAR ENDED JUNE 30, 2008
RECONCILIATION OF OPERATING LOSS TO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES:
Operating Income (Loss) Adjustments to Reconcile Operating Income to Net Cash
Provided (Used) by Operating Activities Depreciation Change in Assets and Liabilities: Accounts Receivable, Net Inventories Prepaid Items Notes Receivable, Net Accounts Payable Deferred Revenue Other Liabilities Compensated Absences
Net Cash Provided (Used) by Operating Activities
NONCASH ACTIVITY Fixed Assets Acquired by Incurring Capital Lease Obligations Change in Fair Value of Investments Recognized as a Component of Interest Income Gift of Capital Assets Reducing Proceeds of Capital Grants and Gifts
EXHIBIT"C"
$ -81,750,997
9,159,440 198,462 -166,546
4,828,961 34,748
1,459,671 1,607,737
215,074 502,062
$ -63,911,388
$ ====1,..7=19~7~,5~0~1 $ ==~-9~3~0~7~8 $ ==-~6,~37;,:;6;o,;,6;,;;3;:=2
The notes to the financial statements are an integral part of this statement. - 5-
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
NATURE OF OPERATIONS Kennesaw State University serves the state and national communities by providing its students with academic instruction that advances fundamental knowledge, and by disseminating knowledge to the people of Georgia and throughout the country.
REPORTING ENTITY Kennesaw State University is one of thirty-five (35) State supported member institutions of higher education in Georgia which comprise the University System of Georgia, an organizational unit of the State of Georgia. The accompanying financial statements reflect the operations of Kennesaw State University as a separate reporting entity.
The Board of Regents has constitutional authority to govern, control and manage the University System of Georgia. This authority includes but is not limited to the power to designate management, the ability to significantly influence operations, the authority to control institutions' budgets, the power to determine allotments of State funds to member institutions and the authority to prescribe accounting systems and administrative policies for member institutions. Kennesaw State University does not have authority to retain unexpended State appropriations (surplus) for any given fiscal year. Accordingly, Kennesaw State University is considered an organizational unit of the Board of Regents of the University System of Georgia reporting entity for financial reporting purposes because of the significance of its legal, operational, and financial relationships with the Board of Regents as defined in Section 2100 of the Governmental Accounting Standards Board (GASB) Codification of Governmental Accounting and Financial Reporting Standards.
Legally separate, tax exempt organizations whose activities primarily support units of the University System of Georgia, which are organizational units of the State of Georgia, are considered potential component units of the State. See Note 16 for additional information.
FINANCIAL STATEMENT PRESENTATION In June 1999, the GASB issued Statement No. 34, Basic Financial Statements and Management Discussion and Analysis for State and Local Governments. This was followed in November 1999 by GASB Statement No. 35, Basic Financial Statements and Management's Discussion and Analysis for Public Colleges and Universities. The State of Georgia implemented GASB Statement No. 34 as of and for the year ended June 30, 2002. As an organizational unit of the State of Georgia, the University was also required to adopt GASB Statements No. 34 and No. 35 as amended by GASB Statements No. 37 and No. 38. The financial statements have been prepared in accordance with generally accepted accounting principles (GAAP) as prescribed by the GASB and are presented as required by these standards to provide a comprehensive, entitywide perspective of the University's assets, liabilities, net assets, revenues, expenses, changes in net assets, cash flows, and replaces the fund group perspective previously required.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
FINANCIAL STATEMENT PRESENTATION Generally Accepted Accounting Principles (GAAP) requires that the reporting of summer school revenues and expenses be between fiscal years rather than in one fiscal year. Due to the lack of materiality, Institutions of the University System of Georgia will continue to report summer revenues and expenses in the year in which the predominant activity takes place.
BASIS OF ACCOUNTING For financial reporting purposes, the University is considered a special-purpose government engaged only in business-type activities. Accordingly, the University's financial statements have been presented using the economic resources measurement focus and the accrual basis of accounting, except as noted in the preceding paragraph. Under the accrual basis, revenues are recognized when earned, and expenses are recorded when an obligation has been incurred. All significant intra-University transactions have been eliminated.
The University has the option to apply all Financial Accounting Standards Board (FASB) pronouncements issued after November 30, 1989, unless FASB conflicts with GASB. The University has elected to not apply FASB pronouncements issued after the applicable date.
CASH AND CASH EQUIVALENTS Cash and Cash Equivalents consist of petty cash, demand deposits and time deposits in authorized financial institutions, and cash management pools that have the general characteristics of demand deposit accounts. This includes the Board of Regents Short-Term Investment Pool.
SHORT-TERM INVESTMENTS Short-Term Investments consist of investments of 90 days - 13 months. This would include certificates of deposits or other time restricted investments with original maturities of six months or more when purchased. Funds are not readily available and there is a penalty for early withdrawal.
INVESTMENTS The University accounts for its investments at fair value in accordance with GASB Statement No. 31, Accounting and Financial Reporting for Certain Investments and for External Investment Pools. Changes in unrealized gain (loss) on the carrying value of investments are reported as a component of investment income in the Statement of Revenues, Expenses and Changes in Net Assets. The Board of Regents Legal Fund, the Board of Regents Balanced Income Fund, and the Board of Regents Total Return Fund are included under Investments.
ACCOUNTS RECEIVABLE Accounts receivable consists of tuition and fees charged to students and auxiliary enterprise services provided to students, faculty and staff, the majority of each residing in the State of Georgia. Accounts receivable also includes amounts due from the Federal government, state and local governments, or private sources, in connection with reimbursement of allowable
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
ACCOUNTS RECEIVABLE expenditures made pursuant to the University's grants and contracts. Accounts receivable are recorded net of estimated uncollectible amounts.
INVENTORIES Resale Inventories are valued at cost using the first-in, first-out ("FIFO") basis.
NONCURRENT CASH AND INVESTMENTS Cash and investments that are externally restricted and cannot be used to pay current liabilities are classified as noncurrent assets in the Statement of Net Assets.
CAPITAL ASSETS Capital assets are recorded at cost at the date of acquisition, or fair market value at the date of donation in the case of gifts. For equipment, the University's capitalization policy includes all items with a unit cost of $5,000 or more, and an estimated useful life of greater than one year. Renovations to buildings, infrastructure, and land improvements that exceed $100,000 and/or significantly increase the value or extend the useful life of the structure are capitalized. Routine repairs and maintenance are charged to operating expense in the year in which the expense was incurred. Depreciation is computed using the straight-line method over the estimated useful lives of the assets, generally 40 to 60 years for buildings, 20 to 25 years for infrastructure and land improvements, 10 years for library books, and 3 to 20 years for equipment. Residual values will generally be 10% of historical costs for infrastructure, buildings and building improvements, and facilities and other improvements.
To obtain the total picture of plant additions in the University System, it is necessary to look at the activities of the Georgia State Financing and Investment Commission (GSFIC) - an organization that is external to the System. GSFIC issues bonds for and on behalf of the State of Georgia, pursuant to powers granted to it in the Constitution of the State of Georgia and the Act creating the GSFIC. The bonds so issued constitute direct and general obligations of the State of Georgia, to the payment of which the full faith, credit and taxing power of the State are pledged.
For projects managed by GSFIC, the GSFIC retains construction in progress on its books throughout the construction period and transfers the entire project to the University when complete. For projects managed by the University, the University retains construction in progress on its books and is reimbursed by GSFIC. For the year ended June 30, 2008, GSFIC transferred capital additions valued at $10.9 million to Kennesaw State University, of which $4.5 million had previously been deposited by the University with GSFIC.
DEPOSITS Deposits represent good faith deposits from students to reserve housing assignments in a University residence hall.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
DEFERRED REVENUES Deferred revenues include amounts received for tuition and fees and certain auxiliary activities prior to the end of the fiscal year but related to the subsequent accounting period. Deferred revenues also include amounts received from grant and contract sponsors that have not yet been earned.
COMPENSATED ABSENCES Employee vacation pay is accrued at year-end for financial statement purposes. The liability and expense incurred are recorded at year-end as compensated absences in the Statement of Net Assets, and as a component of compensation and benefit expense in the Statements of Revenues, Expenses and Changes in Net Assets. Kennesaw State University had accrued liability for compensated absences in the amount of $5,159,755 as of July 1, 2007. For fiscal year 2008, $3,921,873 was earned in compensated absences and employees were paid $3,419,810 , for a net increase of $502,063. The ending balance as of June 30, 2008 in accrued liability for compensated absences was $5,661,818.
NONCURRENT LIABILITIES Noncurrent liabilities include (1) liabilities that will not be paid within the next fiscal year; (2) capital lease obligations with contractual maturities greater than one year; and (3) other liabilities that, although payable within one year, are to be paid from funds that are classified as noncurrent assets.
NET ASSETS The University's net assets are classified as follows:
Invested in capital assets, net ofrelated debt: This represents the University's total investment in capital assets, net of outstanding debt obligations related to those capital assets. To the extent debt has been incurred but not yet expended for capital assets, such amounts are not included as a component of invested in capital assets, net of related debt. The term "debt obligations" as used in this definition does not include debt of the GSFIC as discussed previously in Note 1 - Capital Assets section.
Restricted net assets - nonexpendable: Nonexpendable restricted net assets consist of endowment and similar type funds in which donors or other outside sources have stipulated, as a condition of the gift instrument, that the principal is to be maintained inviolate and in perpetuity, and invested for the purpose of producing present and future income, which may either be expended or added to principal. The University may accumulate as much of the annual net income of an institutional fund as is prudent under the standard established by Code Section 4415-7 of Annotated Code of Georgia.
Restricted net assets - expendable: Restricted expendable net assets include resources in which the University is legally or contractually obligated to spend resources in accordance with restrictions imposed by external third parties.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
NET ASSETS Expendable Restricted Net Assets include the following:
Restricted - E & G and Other Organized Activities Federal Loans Institutional Loans Term Endowments
$ 229,112 376,424 108,772
2,271,047
Total Restricted Expendable
$ 2.985.355
Unrestricted net assets: Unrestricted net assets represent resources derived from student tuition and fees, state appropriations, and sales and services of educational departments and auxiliary enterprises. These resources are used for transactions relating to the educational and general operations of the University, and may be used at the discretion of the governing board to meet current expenses for those purposes, except for unexpended state appropriations (surplus). Unexpended state appropriations must be refunded to the Board of Regents of the University System of Georgia, University System Office for remittance to the Office of Treasury and Fiscal Services. At June 30, 2008, there was a surplus balance of $52.86 to be refunded. These resources also include auxiliary enterprises, which are substantially self-supporting activities that provide services for students, faculty and staff.
Unrestricted Net Assets includes the following items which are quasi-restricted by management.
R & RReserve Reserve for Encumbrances Other Unrestricted
$ I,59I,586 7,663,494 9,606,358
Total Unrestricted Net Assets
$ 18186II~38
When an expense is incurred that can be paid using either restricted or unrestricted resources, the University's policy is to first apply the expense towards unrestricted resources, and then towards restricted resources.
INCOME TAXES Kennesaw State University, as a political subdivision of the State of Georgia, is excluded from Federal income taxes under Section II5(1) ofthe Internal Revenue Code, as amended.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
CLASSIFICATION OF REVENUES The University has classified its revenues as either operating or nonoperating revenues in the Statement of Revenues, Expenses and Changes in Net Assets according to the following criteria:
Operating revenues: Operating revenues include activities that have the characteristics of exchange transactions, such as (1) student tuition and fees, net of scholarship allowances, (2) sales and services of auxiliary enterprises, net of scholarship allowances, (3) most Federal, state and local grants and contracts, and (4) interest on institutional student loans.
Nonoperating revenues: Nonoperating revenues include activities that have the characteristics of nonexchange transactions, such as gifts and contributions, and other revenue sources that are defined as nonoperating revenues by GASB No. 9, Reporting Cash Flows of Proprietary and Nonexpendable Trust Funds and Governmental Entities That Use Proprietary Fund Accounting, and GASB No. 34, such as state appropriations and investment income.
SCHOLARSHIP ALLOWANCES Student tuition and fee revenues, and certain other revenues from students, are reported at gross with a contra revenue account of scholarship allowances in the Statement of Revenues, Expenses and Changes in Net Assets. Scholarship allowances are the difference between the stated charge for goods and services provided by the University, and the amount that is paid by students and/or third parties making payments on the students' behalf. Certain governmental grants, such as Pell grants, and other Federal, state or nongovernmental programs are recorded as either operating or nonoperating revenues in the University's financial statements. To the extent that revenues from such programs are used to satisfy tuition and fees and other student charges, the University has recorded contra revenue for scholarship allowances.
NOTE 2: DEPOSITS AND INVESTMENTS
DEPOSITS The custodial credit risk for deposits is the risk that in the event of a bank failure, the University's deposits may not be recovered. Funds belonging to the State of Georgia (and thus the University) cannot be placed in a depository paying interest longer than ten days without the depository providing a surety bond to the State. In lieu of a surety bond, the depository may pledge as collateral any one or more of the following securities as enumerated in the Official Code of Georgia Annotated Section 50-17-59:
1. Bonds, bills, notes, certificates of indebtedness, or other direct obligations of the United States or of the State of Georgia.
2. Bonds, bills, notes, certificates of indebtedness or other obligations of the counties or municipalities of the State of Georgia.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 2: DEPOSITS AND INVESTMENTS
DEPOSITS 3. Bonds of any public authority created by the laws of the State of Georgia, providing that
the statute that created the authority authorized the use of the bonds for this purpose.
4. Industrial revenue bonds and bonds of development authorities created by the laws of the State of Georgia.
5. Bonds, bills, certificates of indebtedness, notes or other obligations of a subsidiary corporation of the United States government, which are fully guaranteed by the United States government both as to principal and interest and debt obligations issued by the Federal Land Bank, the Federal Home Loan Bank, the Federal Intermediate Credit Bank, the Central Bank for Cooperatives, the Farm Credit Banks, the Federal Home Loan Mortgage Association and the Federal National Mortgage Association.
6. Guarantee or insurance of accounts provided by the Federal Deposit Insurance Corporation.
The Treasurer of the Board of Regents is responsible for all details relative to furnishing the required depository protection for all units ofthe University System of Georgia.
At June 30, 2008, the carrying value of deposits was $24,021,145 and the bank balance was $26,068,669. Of the University's deposits, $25,968,669 were uninsured. Of these uninsured deposits, $2,900,000 were collateralized with securities held by the financial institution's trust department or agent in the University's name, and $23,068,669 were uncollateralized.
INVESTMENTS Kennesaw State University maintains an investment policy which fosters sound and prudent judgment in the management of assets to ensure safety of capital consistent with the fiduciary responsibility each institution has to the citizens of Georgia and which conforms to Board of Regents investment policy. All investments are consistent with donor intent, Board of Regents policy, and applicable Federal and state laws.
The University's investments as of June 30, 2008 are presented below. All investments are presented by investment type and debt securities are presented by maturity.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 2: DEPOSITS AND INVESTMENTS
INVESTMENTS Investment Type
Fair Value
Investment Maturity
1-5 Years
6-10 Years
Debt Securities Mutual Bond Fund
$
916,598 $
458.299 $===4~58~.2~9==9
Other Investments Equity Mutual Funds
1,649,575
Investment Pools Board of Regents Short-Term Fund Legal Fund Balanced Income Fund Total Return Fund
13,964,243 1,079,647 149,118 80,162
Total Investments
$ 17.839.343
The Board of Regents Investment Pool is not registered with the Securities and Exchange Commission as an investment company. The fair value of investments is determined daily. The pool does not issue shares. Each participant is allocated a pro rata share of each investment at fair value along with a pro rata share of the interest that it earns. Participation in the Board of Regents Investment Pool is voluntary. The Board of Regents Investment Pool is not rated. Additional information on the Board of Regents Investment Pool is disclosed in the audited Financial Statements of the Board of Regents of the University System of Georgia - University System Office (oversight unit). This audit can be obtained from the Georgia Department of Audits- Education Audit Division or on their web site at http://www.audits.state. ga. us/internet/searchRpts.html.
Interest Rate Risk Interest rate risk is the risk that changes in interest rates of debt investments will adversely affect the fair value of an investment. The University does not have a formal policy for managing interest rate risk.
The Weighted Average Maturity of the Short-Term Fund is 1.99 years. Of the University's total investment of$13,964,243 in the Short-Term Fund, $13,908,387 is invested in debt securities.
The Weighted Average Maturity of the Legal Fund is 3.84 years. Of the University's total investment of$1,079,647 in the Legal Fund, $1,069,930 is invested in debt securities.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 2: DEPOSITS AND INVESTMENTS
INVESTMENTS Interest Rate Risk The Weighted Average Maturity of the Balanced Income Fund is 7.84 years. Of the University's total investment of $149,118 in the Balanced Income Fund, $95,883 is invested in debt securities.
The Weighted Average Maturity of the Total Return Fund is 7.84 years. Of the University's total investment of $80,162 in the Total Return Fund, $25,331 is invested in debt securities.
Credit Quality Risk Credit quality risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. The University does not have a formal policy for managing credit quality risk.
The investments subject to credit quality risk are reflected below:
Related Debt Investments Mutual Bond Fund
Fair Value
$=~9~16~.5~9~8
Unrated
$=~9~16!Y,!.5~9~8
Foreign Currency Risk Foreign currency risk is the risk that changes in exchange rates will adversely affect the fair value of an investment or a deposit. At June 30, 2008, $381,915 or 2% of Kennesaw State University's investments were invested in international equity mutual funds. Due to the diversity of the fund portfolios and the immateriality of these investments compared to total investments, the University does not consider there to be any significant foreign currency risk. The University does not have a formal policy for managing exposure to foreign currency risk.
NOTE 3: ACCOUNTS RECEIVABLE
Accounts receivable consisted of the following at June 30, 2008:
Student Tuition and Fees Auxiliary Enterprises and Other Operating Activities Federal Financial Assistance Georgia State Financing and Investment Commission Other
$ 1,023,375 410,577
2,060,708 546,055
4.744,797
Less Allowance for Doubtful Accounts
$ 8,785,512 734,247
Net Accounts Receivable
$ 8.051.265
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 4: INVENTORIES
Inventories consisted of the following at June 30, 2008:
Bookstore Health Clinic
$ 1,146,102 43,008
Total
$ 1.189.110
NOTE 5: NOTES/LOAN RECEIVABLE
The Federal Perkins Loan Program (the Program) comprises substantially all of the loans receivable at June 30, 2008. The Program provides for cancellation of a loan at rates of 10% to 30% per year up to a maximum of 100% if the participant complies with certain provisions. The Federal government reimburses the University for amounts cancelled under these provisions. As the University determines that loans are uncollectible and not eligible for reimbursement by the Federal government, the loans are written off and assigned to the U.S. Department ofEducation. The University has provided an allowance for uncollectible loans, which, in management's opinion, is sufficient to absorb loans that will ultimately be written off. At June 30, 2008 the allowance for uncollectible loans was approximately $0.
NOTE 6: CAPITAL ASSETS
Following are the changes in capital assets for the year ended June 30, 2008:
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 6: CAPITAL ASSETS
Beginning Balance Julx 1, 2007
Additions
Reductions
Ending Balance June 30, 2008
Capital Assets, Not Being Depreciated:
Land
$
Capitalized Collections
Construction Work-In-Progress
5,334,656 2,264,181 $ 2,335,328
522,475 3,256,214 $
$ 1,383,864
5,334,656 2,786,656 4,207,678
Total Capital Assets Not Being Depreciated
$ 9,934,165 $ 3,778,689 $ 1,383,864 $ 12,328,990
Capital Assets, Being Depreciated:
Infrastructure
$ 2,028,332 $
Building and Building Improvements
134,395,726
Facilities and Other Improvements
4,240,142
Equipment
12,822,400
Capital Leases
52,108,504
Library Collections
19,548,279
Capitalized Collections
912 400
1,260,415 11,125,483
445,351 3,312,890 $ 17,197,501
244,738 55 000
$
1,205,868 2,200
3,288,747 145,521,209
4,685,493 14,929,422 69,306,005 19,790,817
967,400
Total Assets Being Depreciated
$ 226,055,783 $ 33,641,378 $ 1,208,068 $ 258,489,093
Less: Accumulated Depreciation:
Infrastructure
$
Building and Building Improvements
Facilities and Other Improvements
Equipment
Capital Leases
Library Collections
Capitalized Collections
1,084,570 $ 29,582,515
2,208,977 8,313,830 7,720,945 15,249,088
341 090
101,370 3,365,803
108,012 1,503,194 $ 3,163,274
894,175 23,612
$
1,162,714 2,200
1,185,940 32,948,318
2,316,989 8,654,310 10,884,219 16,141,063
364,702
Total Accumulated Depreciation
$ 64,501,015 $ 9,159,440 $ 1,164,914 $ 72,495,541
Total Capital Assets, Being Depreciated,
Net
$ 161,554,768 $ 24,481,938 $
43 154 $ 185,993,552
Capital Assets, Net
$ 171.488.933 $ 28.260.627 $ 1.427.018 $ 198.322.542
NOTE 7: DEFERRED REVENUE
Deferred revenue consisted of the following at June 30, 2008:
Prepaid Tuition and Fees Other Deferred Revenue
$ 12,326,592 4,276,416
Totals
$ 16.603.008
NOTE 8: LONG-TERM LIABILITIES
Long-term liability activity for the year ended June 30, 2008 was as follows:
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 8: LONG-TERM LIABILITIES
Leases Lease Obligations
Other Liabilities Compensated Absences
Total Long-Term Obligations
Balance July 1, 2007
$ 49,090,892
5,159,755 $ 54.250.647
Additions $ 17,197,501
3,921,873 $ 21.119.374
Reductions $ 2,115,570
3,419,810 $ 5 535 380
Balance June 30, 2008
$ 64,172,823
5,661,818 $ 69.834 641
Current Portion
$ 2,172,764
3,256,407 $ 5.429 171
NOTE9: SIGNIFICANT COMMITMENTS
The University had significant unearned, outstanding, construction or renovation contracts executed in the amount of $2,665,780 as of June 30, 2008. This amount is not reflected in the accompanying basic financial statements.
NOTE 10: LEASE OBLIGATIONS
Kennesaw State University is obligated under capital leases and installment purchase agreements for the acquisition of real property.
CAPITAL LEASES Capital leases are generally payable in installments ranging from monthly to annually and have terms expiring in various years between 2019 and 2030. Expenditures for fiscal year 2008 were $6.2 million of which $3.7 million represented interest and $0.4 million represented executory costs. Total principal paid on capital leases was $2.1 million for the fiscal year ended June 30, 2008. Interest rates range from 5.50 percent to 9.14 percent. The following is a summary of the carrying values of assets held under capital lease at June 30, 2008:
Land Buildings
$ 1,814,402 58.421,787
Total Assets Held Under Capital Lease
$ 60.236.189
All capital leases are for one-year terms and provide for renewal options covering the remaining term. Non-renewal is considered a remote possibility. Most of the leases indicate that the property will be donated to the University at the end of the lease term.
Kennesaw State University had nine capital leases with Kennesaw State University Foundation, Inc., a discretely presented component unit, in the current fiscal year.
In May 2002, Kennesaw State University entered into a capital lease of $3,965,768 at 9.14 percent whereby the University leases nine houses for a twenty-five year period that expires April2027. The outstanding liability at June 30, 2008 on this capital lease is $3,587,583.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 10: LEASE OBLIGATIONS
CAPITAL LEASES In August 2002, the University entered into a capital lease of$21,016,938 at 4.7 percent whereby the University leases two parking decks for a twenty-four year period that expires July 2026. In August 2003, the lease payments increased because additional space was added to one of the decks, bringing the value of the lease to $24,093,887. The decks are constructed on land owned by the University and leased to Kennesaw State University Foundation, Inc. for $1.00 annually for a period of 25 years commencing in June 2001. At the expiration of the ground lease, ownership of the parking decks transfers to the University. The outstanding liability at June 30, 2008 on this capital lease is $20,210,105.
In January 2004, the University entered into a capital lease of $2,718,028 at 5.5 percent whereby the University leases a portion of a building for a twenty-five year period that expires June 2029. The University has the right of first refusal to lease additional space in the building complex. Should the cumulative value of the rent payments equal the value of the Foundation's financing instrument and all additional rent under the terms of the agreement, Kennesaw State University Foundation, Inc. will gift the property to the University. In December 2004, the University entered into a capital lease at 5.5 percent for additional space in the complex, bringing the value of the lease to $3,378,929. In February 2007, the University substituted space and added additional space in a capital lease at 5.5 percent bringing the value ofthe lease to $4,326,537. In September 2007, the University entered into a capital lease at 5.5 percent for additional space in the complex, bringing the value of the lease to $6,232,158. The outstanding liability at June 30, 2008 on these capital leases is $5,841,323.
In February 2004, the University entered into a capital lease of $200,000 at 2.0 percent whereby the University leases a house for a fifteen-year period that expires January 2019. The outstanding liability at June 30, 2008 on this capital lease is $147,201.
In September 2004, the University entered into a capital lease of $14,323,134 at 5.79 percent whereby the University leases a parking deck for a twenty-five year period that expires August 31, 2029. The deck is constructed on land owned by the University and leased to Kennesaw State University Foundation, Inc. for $197,600 annually for a period of twenty-five years commencing in September 2004. At the expiration of the ground lease, ownership of the parking deck transfers to the University. The outstanding liability at June 30, 2008 on this capital lease is $13,163,798.
In April 2006, the University entered into a capital lease of $4,015,944 at 8.22 percent whereby the University leases a portion of an office building for a twenty-four year period that expires June 30, 2030. The University is obligated to lease additional space in the building as it becomes available. At the expiration of the lease, ownership of the building transfers to the University. In September 2006, the University entered into a capital lease at 8.22 percent for additional space in the complex, bringing the value of the lease to $4,157,971. In July 2007, January 2008, April 2008, and May 2008 the University entered into additional capital leases at 8.22 percent for
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 10: LEASE OBLIGATIONS
CAPITAL LEASES additional space in the complex, bringing the value of the lease to $7,955,987. The outstanding liability at June 30, 2008 on these capital leases is $7,743,675.
In April 2006, the University entered into a capital lease of $1,814,402 at 5.07 percent whereby the University leases 7.242 acres of unimproved land for a twenty-four year period that expires June 30, 2030. At the expiration of the lease, ownership of the land transfers to the University. The outstanding liability at June 30, 2008 on this capital lease is $1,723,100.
In November 2006, the University entered into a capital lease of $1,041,207 at 5.38 percent whereby the University leases classroom space in a multi-purpose building for a twenty-three year period that expires June 30, 2030. The building is constructed on land owned by the University and leased to Kennesaw State University Foundation, Inc. for $10 for a twenty-five year period commencing in June 2004. At the expiration of the ground lease, ownership of the building transfers to the University. The outstanding liability at June 30, 2008 on this capital lease is $956,448.
In July 2007, the University entered into a capital lease for an office/classroom building of $11,493,855 at 7.09 percent whereby the University leases a portion of a building for a twelve year period that expires June 30, 2019. The outstanding liability at June 30, 2008 on this capital lease is $10,799,590.
OPERATING LEASES Kennesaw State University's noncancellable operating lease was amended during fiscal year 2008 and was classified as a capital lease.
FUTURE COMMITMENTS Future commitments for capital leases (which here and on the Statement of Net Assets include other installment purchase agreements) having remaining terms in excess of one year as of June 30, 2008, were as follows:
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 10: LEASE OBLIGATIONS
FUTURE COMMITMENTS
Year Ending June 30: 2009 2010 2011 2012 2013 2014 through 20 18 2019 through 2023 2024 through 2028 2029 through 2033
Real Property and Equipment Capital Leases
$ 6,489,584 6,487,185 6,487,488 6,487,092 6,484,723
32,394,487 26,613,253 21,488,525
4,408,816
Total Minimum Lease Payments
$ 117,341,153
Less: Interest Less: Executory Costs (If Paid)
43,195,619 9,972,711
Principal Outstanding
$ 64.172.823
Kennesaw State University had no expense for rental of real property and equipment under operating leases in fiscal year 2008.
NOTE 11: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA
Plan Description Kennesaw State University participates in the Teachers Retirement System of Georgia (TRS), a cost-sharing multiple-employer defined benefit pension plan established by the Georgia General Assembly. TRS provides retirement allowances and other benefits for plan participants. TRS provides service retirement, disability retirement, and survivor's benefits for its members in accordance with State statute. The Teachers Retirement System of Georgia issues a separate stand alone financial audit report and a copy can be obtained from the TRS offices or from the Georgia Department of Audits and Accounts.
Funding Policy Employees of Kennesaw State University who are covered by TRS are required by State statute to contribute 5% of their gross earnings to TRS. Kennesaw State University makes monthly employer contributions to TRS at rates adopted by the TRS Board of Trustees in accordance with
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT"D"
NOTE 11: RETIREMENT PLANS
TEACHERS RETIREMENT SYSTEM OF GEORGIA
Funding Policy State statute and as advised by their independent actuary. For fiscal year 2008, the employer contribution rate was 9.28% for covered employees. Employer contributions for the current fiscal year and the preceding two fiscal years are as follows:
Fiscal Year
Percentage Contributed
Required Contribution
2008
100%
$ 4,662,513
2007
100%
$ 4,117,654
2006
100%
$ 3,772,320
EMPLOYEES' RETIREMENT SYSTEM OF GEORGIA
Plan Description Kennesaw State University participates in the Employees' Retirement System of Georgia (ERS), a cost-sharing multiple-employer defined benefit pension plan established by the General Assembly of Georgia for the purpose of providing retirement allowances for employees of the State of Georgia.
The benefit structure of ERS is defined by State statute and was significantly modified on July I, 1982. Unless elected otherwise, an employee who currently maintains membership with ERS based upon State employment that started prior to July 1, 1982, is an "old plan" member subject to the plan provisions in effect prior to July 1, 1982. All other members are "new plan" members subject to the modified plan provisions.
Under both the old plan and new plan, members become vested after 10 years of creditable service. A member may retire and receive normal retirement benefits after completion of 10 years of creditable service and attainment of age 60. Additionally, there are certain provisions allowing for retirement after 25 years of service regardless of age.
Retirement benefits paid to members are based upon a formula which considers the monthly average of the member's highest twenty-four consecutive calendar months of salary, the number of years of creditable service, and the member's age at retirement. Postretirement cost-of-living adjustments are also made to member's benefits. The normal retirement pension is payable monthly for life; however, options are available for distribution of the member's monthly pension at reduced rates to a designated beneficiary upon the member's death. Death and disability benefits are also available through ERS.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 11: RETIREMENT PLANS
EMPLOYEES' RETIREMENT SYSTEM OF GEORGIA
Plan Description In addition, the ERS Board of Trustees created the Supplemental Retirement Benefit Plan (SRBP) effective January 1, 1998. The SRBP was established as a qualified governmental excess benefit plan in accordance with Section 415 of the Internal Revenue Code (IRC) as a portion of ERS. The purpose of SRBP is to provide retirement benefits to employees covered by ERS whose benefits are otherwise limited by IRC 415.
The ERS issues a financial report each fiscal year, which may be obtained through ERS.
Funding Policy As established by State statute, all full-time employees of the State of Georgia and its political subdivisions, who are not members of other state retirement systems, are eligible to participate in the ERS. Both employer and employee contributions are established by State statute. The University's payroll for the year ended June 30, 2008, for employees covered by ERS was $31,977. The University's total payroll for all employees was $104,433,030.
For the year ended June 30, 2008 under the old plan, member contributions consist of 6.5% of annual compensation minus $7.00. Of these member contributions, the employee pays the first 1.5% and the University pays the remainder on behalf of the employee.
Under the new plan, member contributions consist solely of 1.5% of annual compensation paid by employee. The University also is required to contribute at a specified percentage of active member payroll determined annually by actuarial valuation for both old and new plans. For the year ended June 30, 2008, the ERS employer contribution rate for the University amounted to 10.41% of covered payroll and included the amounts contributed on behalf of the employees under the old plan referred to above. Employer contributions are also made on amounts paid for accumulated leave to retiring employees.
Employer contributions for the current fiscal year and the preceding two fiscal years are as follows:
Fiscal Year
Percentage Contributed
Required Contribution
2008 2007 2006
100% 100% 100%
$
3,505
$
2,820
$
566
Actuarial and Trend Information Actuarial and historical trend information is presented in the ERS June 30, 2008 financial report, which may be obtained through ERS.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 11: RETIREMENT PLANS
REGENTS RETIREMENT PLAN
Plan Description The Regents Retirement Plan, a single-employer defined contribution plan, is an optional retirement plan that was created/established by the Georgia General Assembly in O.C.G.A. 4721-1 et.seq. and is administered by the Board of Regents of the University System of Georgia. O.C.G.A. 47-3-68(a) defines who may participate in the Regents Retirement Plan. An "eligible university system employee" is a faculty member or a principal administrator, as designated by the regulations of the Board of Regents. Under the Regents Retirement Plan, a plan participant may purchase annuity contracts or invest in mutual funds from four approved vendors (AIGVALIC, American Century, Fidelity, and TIAA-CREF) for the purpose of receiving retirement and death benefits. Benefits depend solely on amounts contributed to the plan plus investment earnings. Benefits are payable to participating employees or their beneficiaries in accordance with the terms of the annuity contracts or based on their account balance at the time of distribution.
Funding Policy Kennesaw State University makes monthly employer contributions for the Regents Retirement Plan at rates adopted by the Teachers Retirement System of Georgia Board of Trustees in accordance with State statute and as advised by their independent actuary. For fiscal year 2008, the employer contribution was 8.13% for the first six months and 8.15% for the last six months of the participating employee's earnable compensation. Employees contribute 5% of their earnable compensation. Amounts attributable to all plan contributions are fully vested and nonforfeitable at all times.
Kennesaw State University and the covered employees made the required contributions of $3,303,609 (8.13% or 8.15%) and $2,029,151 (5%), respectively.
AIG-VALIC, American Century, Fidelity, and TIAA-CREF have separately issued financial reports which may be obtained through their respective corporate offices.
GEORGIA DEFINED CONTRIBUTION PLAN
Plan Description Kennesaw State University participates in the Georgia Defined Contribution Plan (GDCP) which is a single-employer defined contribution plan established by the General Assembly of Georgia for the purpose of providing retirement coverage for State employees who are temporary, seasonal, and part-time and are not members of a public retirement or pension system. GDCP is administered by the Board of Trustees of the Employees' Retirement System of Georgia.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 11: RETIREMENT PLANS
GEORGIA DEFINED CONTRIBUTION PLAN
Benefits A member may retire and elect to receive periodic payments after attainment of age 65. The payment will be based upon mortality tables and interest assumptions to be adopted by the Board of Trustees. If a member has less than $3,500 credited to his/her account, the Board of Trustees has the option of requiring a lump sum distribution to the member in lieu of making periodic payments. Upon the death of a member, a lump sum distribution equaling the amount credited to his/her account will be paid to the member's designated beneficiary. Benefit provisions are established by State statute.
Contributions Member contributions are seven and one-half percent (7.5%) of gross salary. There are no employer contributions. Contribution rates are established by State statute. Earnings are credited to each member's account in a manner established by the Board of Trustees. Upon termination of employment, the amount of the member's account is refundable upon request by the member.
Total contributions made by employees during fiscal year 2008 amounted to $479,910 which represents 7.5% of covered payroll. These contributions met the requirements of the plan.
The Georgia Defined Contribution Plan issues a financial report each fiscal year, which may be obtained from the ERS offices.
NOTE 12: RISK MANAGEMENT
The University System of Georgia offers its employees and retirees access to two different selfinsured healthcare plan options - a PPO/PPO Consumer healthcare plan, and an indemnity healthcare plan. Kennesaw State University and participating employees and retirees pay premiums to either of the self-insured healthcare plan options to access benefits coverage. The respective self-insured healthcare plan options are included in the financial statements of the Board of Regents of the University System of Georgia - University System Office. All units of the University System of Georgia share the risk of loss for claims associated with these plans. The reserves for these two plans are considered to be a self-sustaining risk fund. Both selfinsured healthcare plan options provide a maximum lifetime benefit of $2,000,000 per person. The Board of Regents has contracted with Blue Cross Blue Shield of Georgia, a wholly owned subsidiary of WellPoint, to serve as the claims administrator for the two self-insured healthcare plan products. In addition to the two different, self-insured healthcare plan options offered to the employees of the University System of Georgia, a fully insured HSA/High Deductible PPO healthcare plan and two fully insured HMO healthcare plan options are also offered to System employees.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 12: RISK MANAGEMENT
The Department of Administrative Services (DOAS) has the responsibility for the State of Georgia of making and carrying out decisions that will minimize the adverse effects of accidental losses that involve State government assets. The State believes it is more economical to manage its risks internally and set aside assets for claim settlement. Accordingly, DOAS processes claims for risk of loss to which the State is exposed, including general liability, property and casualty, workers' compensation, unemployment compensation, and law enforcement officers' indemnification. Limited amounts of commercial insurance are purchased applicable to property, employee and automobile liability, fidelity and certain other risks. Kennesaw State University, as an organizational unit of the Board of Regents of the University System of Georgia, is part of the State of Georgia reporting entity, and as such, is covered by the State of Georgia risk management program administered by DOAS. Premiums for the risk management program are charged to the various state organizations by DOAS to provide claims servicing and claims payment.
A self-insured program of professional liability for its employees was established by the Board ofRegents ofthe University System of Georgia under powers authorized by the Official Code of Georgia Annotated Section 45-9-1. The program insures the employees to the extent that they are not immune from liability against personal liability for damages arising out of the performance of their duties or in any way connected therewith. The program is administered by DOAS as a Self-Insurance Fund.
NOTE 13: CONTINGENCIES
Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies. This could result in refunds to the grantor agency for any expenditures that are disallowed under grant terms. The amount of expenditures which may be disallowed by the grantor cannot be determined at this time although Kennesaw State University expects such amounts, if any, to be immaterial to its overall financial position.
Litigation, claims and assessments filed against Kennesaw State University (an organizational unit of the Board of Regents of the University System of Georgia), if any, are generally considered to be actions against the State of Georgia. Accordingly, significant litigation, claims and assessments pending against the State of Georgia are disclosed in the State of Georgia Comprehensive Annual Financial Report for the fiscal year ended June 30, 2008.
NOTE 14: POST-EMPLOYMENT BENEFITS OTHER THAN PENSION BENEFITS
Pursuant to the general powers conferred by the Official Code of Georgia Annotated Section 203-31, the Board of Regents of the University System of Georgia has established group health and life insurance programs for regular employees of the University System of Georgia. It is the policy of the Board of Regents to permit employees of the University System of Georgia eligible for retirement or that become permanently and totally disabled to continue as members of the group health and life insurance programs. The policies ofthe Board of Regents ofthe University
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 14: POST-EMPLOYMENT BENEFITS OTHER THAN PENSION BENEFITS
System of Georgia define and delineate who is eligible for these post-employment health and life insurance benefits. Organizational units of the Board of Regents of the University System of Georgia pay the employer portion for group insurance for affected individuals. With regard to life insurance, the employer covers the total cost for $25,000 of basic life insurance. If an individual elects to have supplemental, and/or, dependent life insurance coverage, such costs are borne entirely by the employee.
The Board of Regents Retiree Health Benefit Plan is a single employer defined benefit plan. Financial statements and required supplementary information for the Plan are included in the publicly available Consolidated Annual Financial Report of the University System of Georgia. Kennesaw State University pays the employer portion of health insurance for its eligible retirees based on rates that are established annually by the Board of Regents for the upcoming plan year. For 2007 and 2008 plan years, the employer rate was approximately 75% of the total health insurance cost for eligible retirees and the retiree rate was approximately 25%.
As of June 30, 2008, there were 255 employees who had retired or were disabled that were receiving these post-employment health and life insurance benefits. For the year ended June 30, 2008, Kennesaw State University recognized as incurred $1,213,160 of expenditures, which included $389,272 of participant contributions.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30, 2008
EXHIBIT "D"
NOTE 15: NATURAL CLASSIFICATIONS WITH FUNCTIONAL CLASSIFICATIONS
The University's operating expenses by functional classification for fiscal year 2008 are shown below:
Natural Classification
Salaries Faculty Staff
Employee Benefits Other Personal Services Travel Scholarships and
Fellowships Utilities Supplies and Other
Services Depreciation
Total Operating Expenses
Instruction
Functional Classification
Research
Public Service
Academic
Sum~ort
Student Services
$ 49,637,402 $ 9,547,955 12,676,005
1,147,139
386,860 319,658
8,866,974 245 896
$ 82 827 889 $
280,653 $ 364,422
64,000
25,638
259
213,878 I 751
950,601 $
431,167 $ I ,925,564
508,875
2,425,225 $ 9,984,144 2,760,741
178,108
376,017
4,900 36,626
400 122,722
773,372 7 812
4,341,613 1,112,272
3 866.424 $ 21.123.134 $
-15,657 6,618,970 I ,528,477
138,417
23,274 85,013
2,283,575 220,521
10 882 590
Natural Classification
Salaries Faculty Staff
Employee Benefits Other Personal Services Travel Scholarships and
Fellowships Utilities Supplies and Other
Services Depreciation
Total Operating Expenses
Institutional SUJ2J20r!
Functional Classification
Plant
Operations and Scholarships
Auxiliary
Maintenance and Fellowshi12s
Entemrises
Total Operating Ex12enses
$
41,841
14,632,833 $
5,504,558
410,794
242,050
4,151,494 1,130,760 -104,822
28,108
1,200 192,384
$ 3,228,435
6,930,303 I 011 847
5,261,809 5,307,396
$ 28,967,810 $ 19 003 180 $
$
495,647 $ 53,296,278
3,911,370
51,136,752
984,140
25,157,556
102,273
408,245
253,893
2,389,370
8,018,266
1,593,843 153,754
10,028,743 4,138,851
11,267,692 1,251,945
39,939,216 9 !59 440
8,018.266 $ 20 014 557 $ 195654451
NOTE 16: AFFILIATED ORGANIZATIONS
In accordance with GASB Statement No. 39, Determining Whether Certain Organizations are Component Units, an amendment of GASB Statement No. 14, The Reporting Entity, which became effective for the year ended June 30, 2004, Kennesaw State University Foundation is a legally separate, tax exempt organization whose activities primarily support Kennesaw State University, a unit of the University System of Georgia (an organizational unit of the State of Georgia). The State Accounting Office determined Component Units ofthe State of Georgia, as required by GASB Statement No. 39, should not be assessed in relation to its significance to Kennesaw State University, but instead based on its significance to the State of Georgia. Accordingly, Kennesaw State University has not included financial activity for this affiliated organization in these financial statements.
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KENNESAW STATE UNIVERSITY NOTES TO THE FINANCIAL STATEMENTS
JUNE 30,2008
EXHIBIT "D"
NOTE 16: AFFILIATED ORGANIZATIONS
Kennesaw State University Foundation has been determined significant to the State of Georgia for the year ended June 30, 2007, and as such, is reported as a discretely presented component unit in the Comprehensive Annual Financial Report of the State of Georgia (CAFR). The significant discretely presented component unit issued a separate audited financial statement that can be obtained from the Board ofRegents ofthe University System of Georgia.
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SUPPLEMENTARY INFORMATION - 31 -
KENNESAW STATE UNIVERSITY BALANCE SHEET (NON-GMP BASIS)
BUDGET FUND JUNE 30, 2008
ASSETS
Cash and Cash Equivalents Investments Accounts Receivable
Federal Financial Assistance Other Prepaid Expenditures
Total Assets
LIABILITIES AND FUND EQUITY
Liabilities Salaries Payable Accounts Payable Encumbrance Payable Deferred Revenue
Total Liabilities
Fund Balances Reserved Departmental Sales and Services Indirect Cost Recoveries Technology Fees Restricted/Sponsored Funds Uncollectible Accounts Receivable Tuition Carry-Over Unreserved Surplus
Total Fund Balances
Total Liabilities and Fund Balances
SCHEDULE "1"
$ 15,785,535.93 3,000,000.00 2,060, 708.30 19,859,936.37 3,362,207.53
$ 44,068,388.13
$
395,293.69
2,602,676.72
6,882,917.71
30,021,628.19
$ 39,902,516.31
$
691,592.33
1,066,633.81
803,740.04
271,066.20
614,711.98
718,074.60
52.86
$ 4,165,871.82
$ 44,068,388.13
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a comprehensive basis of accounting other than generally accepted accounting principles.
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KENNESAW STATE UNIVERSITY SUMMARY BUDGET COMPARISON AND SURPLUS ANALYSIS REPORT (NON-GAAP BASIS)
BUDGET FUND YEAR ENDED JUNE 30, 2008
SCHEDULE "2"
REVENUES
State Appropriation State General Funds
Other Funds
Total Revenues
CARRY-OVER FROM PRIOR YEAR
Transfer from Reserved Fund Balance
Total Funds Available
EXPENDITURES
Special Funding Initiative Research Consortium Teaching
Total Expenditures
Excess of Funds Available over Expenditures
FUND BALANCE JULY 1
Reserved Unreserved
ADJUSTMENTS
Prior Year Payables/Expenditures Prior Year Receivables/Revenues Unreserved Fund Balance (Surplus) Returned
to Board of Regents - University System Office Year Ended June 30, 2007
Non-Mandatory Transfers Prior Year Reserved Fund Balance Included in Funds Available
FUND BALANCE JUNE 30
BUDGET
ACTUAL
VARIANCEFAVORABLE (UNFAVORABLE)
$
82,057,339.00 $
82,057,339.00 $
110411664.00
102 378 161.64
$ 192,469,003.00 $ 184,435,500.64 $
0.00 -8,033,502.36
-8,033,502.36
0.00
2,166,635.31
$ 192,469,003.00 $ 186,602,135.95 $
2,166,635.31 -5,866,867.05
$
459,114.00 $
459,114.00 $
263,971.00
263,971.00
191,745,918.00
183,149,835.29
$ 192,469,003.00 $ 183,872,920.29 $
$
0.00 $
2,729,215.66 $
0.00 0.00 8,596,082.71
8,596,082. 71
2,729,215.66
2,681,270.80 944.95
53.00 -144,258.33
-944.95 1,066,226.00 -2, 166,635.31
$
4,165,871.82
SUMMARY OF FUND BALANCE
Reserved Departmental Sales and Services Indirect Cost Recoveries Technology Fees Restricted/Sponsored Funds Uncollectible Accounts Receivable Tuition Carry-Over
Total Reserved
Unreserved Surplus
$
691,592.33
1,066,633.81
803,740.04
271,066.20
614,711.98
718 074.60
$
4,165,818.96
52.86
Total Fund Balance
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a comprehensive basis of accounting other than generally accepted accounting principles.
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$ ===4-=16=5.,.8=7=1.=82==
KENNESAW STATE UNIVERSITY STATEMENT OF PROGRAM REVENUES AND EXPENDITURES BY FUNDING SOURCE COMPARED TO BUDGET
(NON-GAAP BASIS) BUDGET FUND YEAR ENDED JUNE 30, 2008
Special Funding Initiatives
State Appropriation State General Funds
Original Appropriation
Final Budget
Current Year Revenues
Funds Available Com~ared to Budget
Prior Year Carrv-Over
Total Funds Available
Variance Positive (Negative)
459,114.00 $
459,114.00 $
459,114.00 $
0.00 $
459,114.00 $
0.00
Research Consortium State Appropriation State General Funds
$
263 971.00 $
263 971.00 $
263 971.00 $
0.00 $
263 971.00 $ ~~==~0.~00~
Teaching State Appropriation State General Funds Other Funds
Total Teaching
81 '1 05,379.00 107151 275.00
188 256 654.00
81,334,254.00 $ 110411 654.00
191 745 918.00
81,334,254.00 102 378,161.64
183 712 415.64 $
0.00 $ 2,166,635.31
2 166 635.31 $
81 ,334,254.00 104 544 796.95
0.00 -5,866,867.05
185 879 050.95 $~~-~5~8~66~8~6:~=7.;l!;05~
Grand Totals- All Programs
188,979,739.00 $
192,469,003.00 $
164,435,500.64 $
2,186,635.31 $
186,602,135.95 $==-;:;;5.,;;;,86;;;6;,;,8:;6~7.,:;;05~
Actual amounts were prepared on a prescribed basis of accounting that demonstrates compliance with budgetary statutes and regulations of the State of Georgia, which is a comprehensive basis of accounting other than generally accepted accounting principles.
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SCHEDULE "3"
Expenditures Compared to Budget
Variance
Positive
Actual
CNeaativel
Actual Funds Available
Over/(Under) Expenditures
Prior Period Adjustments
Other Adjustments
Program Fund
Balances
Transfers
Program Fund Balances
Reserve
~
Total Fund Balance
459,114.00 $
0.00 $
0.00 $
0.00 $
0.00 $
0.00 $
0.00 $
0.00 $ ~ $
0.00
263 971.00 $
0.00 $
0.00 $
0.00 $
0.00 $
0.00 $
0.00 $===~0.~00:6
0.00 $===~0.~00:6
81,334,254.00 $
0.00
101,815,581.29
8 596 082.71
183149 835.29
8,596,082. 71 $
0.00 2 729 215.66
2,729 215.66
53.00 144 258.33
0.00 $
53.00 $
966149.51
3,551 '1 06.84
144,205.33 $ 966149.51
3 551 159.84 $
0.14 0.14
0.00
0.00
52.86 $
52.86
3,551 '1 06.98 ___Q,.QQ__ 3,551 '106.98
3 551106.98 $ ~$ 3 551159.84
183,872,920.29
8,596,082. 71 $ 2,729,215.66 $ 144,205.33 $ 966,149.51 $ 3,551 '159.84 $
0.00 $ 3,551,106.98 $ ~ $ 3,551,159.84
Unexpendable Reserves Uncollectible Accounts Receivable
614 711.98 $ 4 165 871.82
35
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KENNESAW STATE UNIVERSITY RECONCILIATION OF SALARIES AND TRAVEL
YEAR ENDED JUNE 30, 2008
SCHEDULE "4"
Totals per Annual Supplement
Accruals June 30, 2008 June 30, 2007
Compensated Absences June 30, 2008 June 30, 2007
Prepaid Salaries June 30, 2008 June 30, 2007
Adjustments
Shared Services on Jointly Staffed Personnel
Board of Regents
Noble,
Linda
Perry-Johnson, Arethia
Georgia Highlands College
Dalton,
Susan
Dennison,
T. Wayne
Fendley,
Kim
Hubbard,
Traci
Kiss,
Cathy
Lai,
Patsy
McGinty,
Michelle
Peterson,
Julie
Sayne,
Linda
Sookram,
Rai
Ward,
Jaimie
Georgia Perimeter College
Hopkins,
Amy
University of West Georgia
Johnson,
Kevin
Unidentified Variance
SALARIES
$
104,347,580.98 $
TRAVEL 2,388,943.70
420,352.07 -399,032.13
5,259,468.07 -4,793,084.11
-2,782,233.10 2,490,838.34
-80,970.84 -13,970.06
-3,431.65 -1,615.50 -1,148.00
-45.11 -38.62 -37.87 -165.62 -1,108.52 -320.90 -201.95 -227.10
-4,886.70
-2,692.50
0.82
426.30
$
104,433,030.00 $ ==....;;;2,3~89~;;;,;37=0~.0=0
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SECTION II CURRENT YEAR FINDINGS AND QUESTIONED COSTS
KENNESAW STATE UNIVERSITY SCHEDULE OF FINDINGS AND QUESTIONED COSTS
YEAR ENDED JUNE 30, 2008
FINANCIAL STATEMENT FINDINGS AND QUESTIONED COSTS No matters were reported. FEDERAL AWARD FINDINGS AND QUESTIONED COSTS No matters were reported.